EDR 17A

MINISTRY OF EDUCATION
PERFORMANCE APPRAISAL – TEACHING PRINCIPAL
ER 87 (1), S.I. 87 of 2012
Notes: BIOGRAPHICAL DATA
a) Performance Appraisal 1. LICENCE #
shall be conducted twice
yearly. 2. NAME
b) The first appraisal shall Last Name First Name Middle Initial
be conducted between 3. PRESENT POST 4. # OF YEARS IN
the third and fifth month
PRESENT POST
of the school’s academic
calendar. 5. NAME OF
SCHOOL
c) The second appraisal
shall be conducted 6. STRUCTURE OF Check whichever is appropriate:
SCHOOL
□ Mono-grade □ Multi-grade
between the seventh and
ninth month of the
school’s academic
calendar. 7. DISTRICT
d) Each appraisal shall be
carried out with full 8. MANAGING
participation of the AUTHORITY
individual being
appraised.
9. GRADE LEVEL(S)
CURRENTLY
e) The rating of the first TEACHING
appraisal and second (if applicable)
appraisal shall be
averaged to determine 10. COURSE(S) OR
approval of increment. SUBJECTS
f) The Appraisal form must CURRENTLY
be completed in TEACHING
triplicates for distribution (if applicable)
as follows:
• Individual being 11. ACADEMIC
appraised, QUALIFICATIONS
• Managing Authority (begin with the
• Teaching Services most recent
Commission achievement)
Certificate, Diploma or Degree Year
12. PROFESSIONAL
QUALIFICATIONS
(begin with the
most recent
achievement)
Certificate, Diploma or Degree Year

Instructions:
To complete Sections A, B and C overleaf, refer to the key given below; for each statement, place a check mark (9)
in the column to its right under the number that best describes the manner and regularity in which the individual being
appraised executed each of the performance criteria listed.

Key: 5 – Always 4 – Most of the time 3 – Some of the time 2 – A few times 1 – Not at all

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 EDR 17A

A. LEADERSHIP AND MANAGEMENT

Strategic Leadership 5 4 3 2 1
School policies and practices are congruent with the shared school vision and mission
The school’s strategic plan is informed by the results of a school-wide assessment
Administrative processes are organized and/or supervised as required
Appropriate problem-solving techniques are utilized to resolve challenges or issues
School developmental plans are spearheaded and/or monitored effectively
Day-to-day operational plans and processes are managed proactively and efficiently

Score /30
Organizational Leadership
Day-to-day basic maintenance of equipment and facilities are carried out expeditiously
Annual and supplemental budgets are drafted and/or adjusted in consultation with staff
The financial and other business transactions are conducted in accordance with the approved
financial management system
Physical resources are utilized and managed effectively
The state of school buildings and grounds are monitored and maintained appropriately
Teaching and other non-instructional functions are equitably distributed among staff
A transparent information system is supported to maintain accurate school records

Score /35
Instructional Leadership 5 4 3 2 1
Quality assurance practices are aligned to the school’s mission and policies
Staff professional development needs are identified and addressed systematically
The performance of all staff members are appraised fairly and consistently
The school curriculum is based on national development priorities and emerging global trends
The enacted curriculum is supervised consistently using a systematic process
Supervisory activities and the supporting documentation are aligned to a clinical process
Mentoring, coaching, conferencing and other supervisory techniques are utilized
systematically to support instructional processes
Teaching and learning challenges are handled consistently and proactively
Relevant and meaningful long- and short-term instructional plans are monitored carefully

Score /45
Collaborative and Ethical Leadership 5 4 3 2 1
Duties relating to Board and/or School Committees are carried out judiciously
School policies and rules are shared with parents and other stakeholders in a timely manner
Meetings with parents/guardians are conducted periodically
Members of the school community are encouraged to participate in school activities
Collaboration with organizations and other community stakeholders to address conditions
affecting student learning and development is facilitated as required
Oral and written communications to members of the school community are used appropriately
The participation of students in inter and intra-school activities is promoted and facilitated
The confidentiality of student, staff and other school records is promoted and maintained

Score: /40

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 EDR 17A

B. PEDAGOGICAL PERFORMANCE
Planning, Preparation and Record Keeping 5 4 3 2 1
Lessons plans are available upon request
Lesson plans are relevant to and in accordance with course outline/units of work
Objectives in lessons are appropriate, clearly stated and valuable to learners
The content of lessons are valid, accurate, and logically structured
Methods/strategies/activities used in lessons are learner-focused, content appropriate and
cater to a variety of learners’ needs
Assessment strategies are appropriately aligned to the content and objective(s) of lessons
Technology and/or other instructional aids are adequately selected and well designed
Instructional plans generally demonstrate the teacher’s command of the knowledge, skills and
attitudes of the subject/area of study
Reflective thinking is evident in the evaluations of lessons
Assessment and other pertinent student records are properly maintained

Score: /50
Instruction and Assessment 5 4 3 2 1
Introductory activities are based on students’ previous knowledge and suitable for the
development of lessons
Presentation of ideas and explanations are clear and helpful with appropriate use of language
to facilitate meaningful learning
Questions and questioning techniques and are effective and encourage higher level thinking
Instructional strategies enable students to develop understanding of key concepts, skills
and/or attitudes
Instructional strategies are varied and responsive to students’ learning needs
Individualized and/or group activities are purposeful, well-facilitated and engage students as
active participants in their own learning
Assessment strategies indicate the extent to which students have met the objective(s)
The results of assessments inform follow-up instructional plans
Verbal and/or written feedback to students is meaningful and immediate
Technology and/or other instructional aids are used creatively and effectively

Score: /50
Learning Environment 5 4 3 2 1
An appropriate classroom management plan (including rules and procedures) has been
developed and clearly communicated to students
A clearly articulated classroom management strategy is consistently applied
Lesson activities are appropriately sequenced and adequately timed for the students to
maximize on their involvement in the lesson
Positive student-student and student-teacher interactions are evident
The use of praise and other motivational techniques are used appropriately and effectively
Learner diversity (gender, language, experiences, etc.) is acknowledged and respected
Relevance of the lessons to students’ interests and abilities is apparent
Instructional aids are creatively displayed as appropriate to reinforce content taught
Creative management of the physical conditions make the classroom clean and attractive
Creative management of the physical conditions make the classroom safe for students

Score: /50

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 EDR 17A

C. PROFESSIONALISM
5 4 3 2 1
Cooperation: usually cooperative, helpful and supportive in carrying out planned activities;
Initiative: self-starter; improvises solutions; frequently originates complete suggestions and
ideas which provide fresh insight and broader perspectives;
Job Attitude: consistently sustains motivation to do best possible job; conscientious and
enthusiastic in carrying out tasks; does more than his/her share of work when required;
Reliability under Pressure: unflustered, calm and reliable; capable of dealing with crises
and emergencies without losing balance;
Attendance and Punctuality: usually punctual to school and classes; begins work
immediately and is present on the job during regular working hours; is normally present to
participate in other non-instructional school activities;
Dependability: carries out responsibilities without being checked on; seeks advice as
appropriate and brings difficulties to the attention of the administration when necessary;
Leadership: inspires collaboration; facilitates progress; promotes school vision and mission
Self-Evaluation/Reflection: inspires independent thinking; engages in reflective practice;
Professional Growth and Development: engages in professional learning opportunities
Deportment and Conduct: acts in compliance with school and other education rules;
comports self in a manner that is consistent with the teaching profession;

Score: /50
SPECIFIC COMMENTS ON LESSON OBSERVED FOR THIS APPRAISAL EXERCISE (use additional sheets if
necessary)

Planning and Preparation

Instruction and Assessment

Learning Environment

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 EDR 17A

D. PERFORMANCE RATING: Use the following steps to calculate the Performance Rating
(1) Section A: Strategic Leadership
Score: = /30
Section A: Organizational Leadership
Score: = /35
Section A: Instructional Leadership
Score: = /45
Section A:Collaborative and Ethical Leadership
Score: = /40
Section B: Planning, Preparation and Record Keeping
Score: = /50
Section B: Instruction and Assessment
Score: = /50
Section B: Learning Environment
Score: = /50
Section C: Professionalism
Score: = /50
(2) Sum of Scores (from (1) above)
= /350
(3) Rating Sum of Scores
70 =
E. CATEGORIES OF RATINGS

CATEGORY 1: Ineffective (0.0 – 1.5)

CATEGORY 2: Marginal (1.6 – 2.5)
CATEGORY 3: Satisfactory (2.6 – 3.6)
CATEGORY 4: Proficient (3.7 – 4.4)
CATEGORY 5: Distinguished (4.5 – 5.0)

F. INCREMENT

• Teaching Principals rated in Categories 3, 4 and 5 shall have Annual Increment APPROVED.
• Teaching Principals rated in Category 2 shall have Annual Increment:
o WITHHELD where progress made between the first and second appraisal pending further
evaluative reports within three months of the second appraisal to affirm continued progress.
o DEFERRED if no progress is made between the first and second appraisal
• Teaching Principals rated in Category 1 shall have Annual Increment STOPPED.

Rating at 1st Appraisal: _________ Rating at 2nd Appraisal: ________ Average Rating:________

□ Increment Approved □ Increment Stopped

□ Increment Deferred □ Increment Withheld (Subject to further Evaluative Report)
Rating after further Evaluative Reports:__________ □ Increment Approved □ Increment Stopped

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 EDR 17A

G. PROFESSIONAL DEVELOPMENT
1. Based on the foregoing Appraisal, could the Teaching Principal’s performance in this present post be improved
by training? YES [ ] NO [ ]

2. If the answer to (1) is yes, specify nature of training required.

__________________________________________________________________________________________

3. Can the training requirement specified in (2) above be provided by:

a) the Ministry of Education? YES [ ] NO [ ]

b) the Managing Authority of the School? YES [ ] NO [ ]
c) Any institution or organization within the Country of Belize? YES [ ] NO [ ]

4. If the answer to 3 (c) is yes, specify:

d) the organization or institution: ________________________________________________________________

e) whether the training will require full-time or part-time attendance with brief details;

__________________________________________________________________________________________

f) the duration of time required to complete the training: _____________________________________________

g) the degree, or other qualification to be received at successful completion of training.

__________________________________________________________________________________________

5. If the training identified in (2) above is only available abroad, specify the duration required to complete the course
of training and the qualification to be received on successful completion.

__________________________________________________________________________________________

6. In the light of the Teaching Principal’s training needs, does he/she possess the matriculation requirements (if
applicable) to undertake the course of training specified? YES [ ] NO [ ] NOT APPLICABLE [ ]

7. If the answer to (6) is no, what arrangements if any, will the Teaching Principal make to acquire the necessary
matriculation requirements?

__________________________________________________________________________________________

Complete (8) below for second Appraisal only

8. What training courses or seminars have the Teaching Principal attended and/or what qualifications have he/she
obtained during the year prior to this Report?

__________________________________________________________________________________________

__________________________________________________________________________________________

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 EDR 17A

H. CERTIFICATION
Certification by the Immediate Supervisor
I hereby certify as follows:
1. I am the immediate Supervisor of the Teaching Principal to whom this Report relates; YES [ ] NO [ ]
2. I have supervised his/her work for at least three months and where part of the
Appraisal Period and/or the duties of the Teaching Principal have been under the
supervision of another person, I have, before conducting the Appraisal, consulted
with that other supervisor concerning the his/her performance. YES [ ] NO [ ]
3. This report has been prepared with the full participation of the Teaching Principal
reported on, and her/his particular attention has been drawn to the items of the
Report showing her/his strengths and weaknesses. YES [ ] NO [ ]

Signature D M Y
PRINTED NAME TITLE OF POST

Certification by the Second Reporting Person

I hereby certify as follows:
1. I am the immediate Supervisor of the of the Immediate Supervisor; YES [ ] NO [ ]
2. I am in full agreement of with the Appraisal of the Immediate Supervisor; YES [ ] NO [ ]
3. I am not in full agreement with the Appraisal of the Immediate Supervisor, and
have therefore made emendations in red alongside the first Appraisal but without
making any changes in the Appraisal itself. YES [ ] NO [ ]

Signature D M Y

PRINTED NAME TITLE OF POST

Certification by the Teaching Principal
I hereby certify as follows:
1. I had full participation in the Appraisal through conferencing before and after; YES [ ] NO [ ]
2. I consider the Appraisal to be objective and reasonable; YES [ ] NO [ ]
3. The Appraisal is generally acceptable, and although I have minor disagreements
with some details I do not wish to make any comments thereon; YES [ ] NO [ ]
4. I have major disagreements with the Appraisal or find the Appraisal to be
unacceptable, and I am herewith attaching my comments in rebuttal. YES [ ] NO [ ]

Signature D M Y

PRINTED NAME TITLE OF POST